Purchase Orders
Reference for Purchase Orders in Wholechain Settings.
At a glance
| Item | Detail |
|---|---|
| Purpose | Enable PO tracking and set supplier PO sharing defaults. |
| Applies to | The whole account. |
| Where to find it | Organization Settings > Purchase Orders. Click the gear icon at the top of any tab of the PO Tracker page to open this section (sharing management), or open Settings with the gear icon at the bottom of the left-hand navigation bar or the Settings button on the Dashboard. |
Purchase Orders access
| Setting | Default | Effect |
|---|---|---|
| Purchase Orders | Off | Enables purchase order tracking and management. The PO Tracker module is disabled, and hidden from the left-hand navigation bar, until this is on. Enabling also migrates purchase orders registered on existing ship and receive traceability events into the PO Tracker. |
Sharing defaults
Apply to supplier purchase orders only, not customer or self purchase orders.
| Setting | Options | Default |
|---|---|---|
| Default Visibility for Sharing Supplier Purchase Orders | Private: does not share the PO. Shared With Revision: shares the PO and allows the supplier to update PO documents and details. Shared Without Revision: shares PO details without allowing revisions. | Private |
| Default Trade Items and Locations Sharing | None; Locations only; Trade Items only; Locations and Trade Items | None |
A sharing selection shares the applicable resources on the PO with its designated Trade Partner when that partner has a Wholechain account and the accounts are connected.
Rules
| Rule | Behavior |
|---|---|
| PO migration | Enabling migrates existing ship and receive POs into the PO Tracker. |
| Scope of defaults | Supplier purchase orders only. |
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